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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465 | $52,967-99.1% | $172,753-99.7% | $65,186-99.3% |
| Participation rate | 73.8% | 66.2%+7.6pp | 82.6%-8.9pp | 70.2%+3.6pp |
| Annual return | 101.25% | 30.12%+71.1pp | 803.00%-701.7pp | 29.39%+71.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $385 | $2,471-84.4% | $5,198-92.6% | $3,514-89.0% |
| Admin fee / account holder | $7 | $472-98.5% | $13,956-99.9% | $847-99.2% |